Discussion:
Accounting and Outlook? Sync-able?
(too old to reply)
Uri
2007-06-24 19:01:56 UTC
Permalink
I am looking to manage my small business acounting, in sync with my
contacts and calendar which I use in Outlook (07 w/ Business Contact
Manager). I also use Microsoft Accounting program.

I.e. I'd like program to auto-detect appointment in calendar, the
clients name and automatically process billing for that appointment
with requiring full-re-entry of data in accounting program.

Any leads?

Uri
San Diego CPA
2007-06-25 01:03:58 UTC
Permalink
Post by Uri
I am looking to manage my small business acounting, in sync with my
contacts and calendar which I use in Outlook (07 w/ Business Contact
Manager). I also use Microsoft Accounting program.
I.e. I'd like program to auto-detect appointment in calendar, the
clients name and automatically process billing for that appointment
with requiring full-re-entry of data in accounting program.
Any leads?
Uri
Based on how your question is worded, I'm not entirely clear on exactly what
you're trying to do, however, if you're using both Outlook & MS Office
Accounting Professional 2007, there is tight integration between the
accounting software & entire MS Office suite including Outlook & Contact
Mgr. If you're using something higher up the MS Accounting lineup (e.g.,
something in Dynamics family), I'm not sure of the level of integration.
Uri
2007-06-26 00:32:26 UTC
Permalink
Post by San Diego CPA
Post by Uri
I am looking to manage my small business acounting, in sync with my
contacts and calendar which I use in Outlook (07 w/ Business Contact
Manager). I also use Microsoft Accounting program.
I.e. I'd like program to auto-detect appointment in calendar, the
clients name and automatically process billing for that appointment
with requiring full-re-entry of data in accounting program.
Any leads?
Uri
Based on how your question is worded, I'm not entirely clear on exactly what
you're trying to do, however, if you're using both Outlook & MS Office
Accounting Professional 2007, there is tight integration between the
accounting software & entire MS Office suite including Outlook & Contact
Mgr. If you're using something higher up the MS Accounting lineup (e.g.,
something in Dynamics family), I'm not sure of the level of integration.
Thanks for your reply. I apologize for the poor wording, but you got
what I was going for.

If you use these programs in MS Office Suite - I'd appreciate tips.
How can I not only import Outlook contacts, but actually sync the
Accounting with my BCM application and calendar function in Outlook.

Uri

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